IntegrationsIntegrate SalesLoft + NetSuite with ease
Need custom SalesLoft + NetSuite integrations? Anyone can rapidly connect their ERP, sales engagement platform, and any other data source with the low-code Tray Platform (without needing extensive IT support).
Flow your finance and lead data anywhere using flexible integrations that connect any of your favorite applications. You don’t need technical experience to bi-directionally sync any data source, including flat files (such as CSVs), FTPs, webhooks, email, and any other software—even using data within custom fields.
Integrations are only the beginning. The Tray Platform also gives you the power to build custom SalesLoft + NetSuite automation so you can drive customer engagement and improve financial visibility. Anyone can launch API-level, multi-step workflows across any number of applications and save hours of manual work. Now, you can use our platform to improve outreach, accelerate quote-to-cash, drive conversions, and scale mission-critical processes.
AutomationRapid SalesLoft + NetSuite automation
Whether you work in sales, marketing, finance, revenue operations, IT, or any other role across the organization, you can use the Tray Platform to streamline your lead and resource management. Our platform empowers you to orchestrate dynamic, multi-step workflows that kick off any operation, between any combination of tools.
We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can deploy custom SalesLoft + NetSuite automation to meet any use case. For example, you can freely flow data for invoices, leads, expenses, opportunities, payment details, and accounts across any tool. You can automatically generate ERP records based on customer engagement. Or, you can unify data across multiple sources to build rich dashboards that track open rates, conversions, and pipeline.
You can bi-directionally sync NetSuite, SalesLoft, and any other tool in your tech stack, including your e-commerce software, CRM, business intelligence platform, accounting software, marketing automation platform, project management tool, payment platform, and more.
Use casesImprove outreach and drive financial visibility
Business users depend on the Tray Platform to build SalesLoft + NetSuite integrations rapidly. Power users can also utilize our platform to run heavy-duty data jobs that touch massive quantities of data daily. And no matter how your data priorities change, our elastic, serverless architecture ensures your workflows scale automatically.
There are no limits to the use cases you can handle with advanced SalesLoft + NetSuite automation. Need to streamline quote-to-cash by sending approvals to relevant stakeholders after you close hot prospects? Need to drive productivity by automatically updating ERP records with account details? Need to centralize your finance and campaign data by flowing historic invoices, leads, email sequences, and deal details into your data warehouse? The Tray Platform can automate any use case since we also connect important tools such as Slack, Zendesk, Jira, Power BI, Salesforce, ZoomInfo, Shopify, Magento, HubSpot, Stripe, Expensify, and many more.
IT experts trust our platform’s enterprise-grade security, including SOC 2 Type 2 certification and full compliance with data privacy regulations such as GDPR, CCPA, and HIPAA.